Log activities in Salesforce with Showpad for Chrome

Updated January 07, 2019 18:20

What's in it for you

You can use your Salesforce account with the Gmail plugin function of the Showpad for Chrome extension. This allows you to share your content in Gmail and automatically log your activities in Salesforce. Whether you share content or not, all email activity and sharing of content is visible in your Salesforce Activities.

If you have shared activities enabled in your Salesforce account or if it is enabled by default in your Salesforce organization, you will be able to log the activity against more than one contact in your organization.

If you send an email to one of your colleagues in the same domain, the activity won't be logged in Salesforce. We automatically filter out the users in the same company domain.

See how it looks

Key features

Share Showpad content from within Gmail

Populate contacts from Salesforce

See or change the related Salesforce Opportunities for the selected contact

Log your activities in Salesforce

Emails to your colleagues in the same organization won't be logged

Logging to Salesforce is not available when using the browser extension

Do this step by step

Connect to Salesforce in the Showpad Chrome extension by checking the CRM checkbox. Fill in your Salesforce credentials.

Start typing a recipient in your address bar in Gmail. The Showpad Chrome extension in Gmail will automatically suggest a Salesforce contact and account/opportunity based on what you type in the address bar.

Check if the suggestions for the contact or lead and opportunity or account are correct, adjust where needed. if your Salesforce settings allow you to log an activity against more than one record, you will be able to select more than one contact.

If a Contact is not connected to the Opportunity or Account, you'll see a warning icon.